AE Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

AE Wealth Management’s Portfolio BCX Stock Details BCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,677	Closed	-$96.8K	–	1956
2023 Q2	$96.8K	Sell	10,677 -59	-0.5%	-$548	﹤0.01%	1810
2023 Q1	$102K	Buy	10,736 +465	+5%	+$4.63K	﹤0.01%	1791
2022 Q4	$102K	Buy	+10,271	New	+$97.5K	﹤0.01%	1716
2020 Q2	–	Sell	-11,311	Closed	-$57K	–	1262
2020 Q1	$57K	Buy	+11,311	New	+$77K	﹤0.01%	1063

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's BCX Position: Q3 2023 in Review

AE Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2023, closing a stake of 10,677 shares — an estimated $96.8K sold.

AE Wealth Management first reported a position in BCX in Q1 2020 and held it in 4 quarters. The position peaked at $102K in Q1 2023. 125 funds tracked by Wall St. Rank hold BCX as of Q3 2023.

AE Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 10,677 BlackRock Resources & Commodities Strategy Trust shares in Q3 2023, an estimated $96.8K.
AE Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q1 2020 and held it in 4 quarters.
AE Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $102K in Q1 2023.
125 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.